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ShoreTel® Programmable Buttons User Guide Supplement To IP

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<strong>ShoreTel®</strong> <strong>Programmable</strong> <strong>Buttons</strong><br />

<strong>User</strong> <strong>Guide</strong> <strong>Supplement</strong> to <strong>IP</strong> 212k,<br />

<strong>IP</strong> 230, <strong>IP</strong> 560 and BB24 Devices


Document and Software Copyrights<br />

Copyright © 1998–2007 by ShoreTel, Inc., Sunnyvale, California, U.S.A. All<br />

rights reserved. Printed in the United States of America. Contents of this<br />

publication may not be reproduced or transmitted in any form or by any<br />

means, electronic or mechanical, for any purpose, without prior written<br />

authorization of ShoreTel, Inc.<br />

ShoreTel, Inc. reserves the right to make changes without notice to the<br />

specifications and materials contained herein and shall not be responsible<br />

for any damage (including consequential) caused by reliance on the<br />

materials presented, including, but not limited to, typographical, arithmetic,<br />

or listing errors.<br />

Trademarks<br />

<strong>ShoreTel®</strong>, ShoreCare®, ShoreWare®, ShoreGear® and ControlPoint® are<br />

registered trademarks of ShoreTel, Inc. in the United States and/or other<br />

countries. ShorePhone is a trademarks of ShoreTel, Inc. in the United<br />

States and/or other countries. All other copyrights and trademarks herein<br />

are the property of their respective owners.<br />

Patents<br />

This product is covered by one or more of the following patents: United<br />

States Patent 6,996,059, United States Patent 7,003,091. ShoreTel, Inc. All<br />

rights reserved.<br />

Version Information<br />

PN 850-1055-03<br />

ShoreTel Release 7.5<br />

Revision 2<br />

ShoreTel <strong>Programmable</strong> <strong>Buttons</strong> <strong>User</strong> <strong>Guide</strong><br />

Date: August 13, 2007<br />

Company Information<br />

ShoreTel, Inc.<br />

960 Stewart Drive<br />

Sunnyvale, California 94085 USA<br />

Phone: +1.408.331.3300 OR +1.800.425.9385<br />

Fax: +1.408.331.3333<br />

www.shoretel.com


Contents<br />

OVERVIEW. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5<br />

HOW TO ASSOCIATE A BUTTON BOX WITH A PHONE . . . . . . . . . . . 6<br />

HOW TO TIE A USER TO A PHONE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8<br />

HOW TO PROGRAM BUTTONS FROM DIRECTOR . . . . . . . . . . . . . . . . 10<br />

HOW TO PROGRAM BUTTONS FROM AN <strong>IP</strong> PHONE . . . . . . . . . . . . . 14<br />

SUPPORTED FUNCTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15<br />

LEDS AND ICONS BY PHONE TYPE. . . . . . . . . . . . . . . . . . . . . . . . . . . . 16<br />

COLOR AND BLINK PATTERNS FOR CUSTOM KEYS . . . . . . . . . . . . . . 18<br />

STATUS ICONS FOR OPERATIONAL STATES . . . . . . . . . . . . . . . . . . . . 19<br />

3


OVERVIEW<br />

The programmable buttons allow an administrator or an end user to change<br />

the functions associated with the custom buttons on some <strong>IP</strong> phones and on<br />

the button box. This lets the user create shortcuts for operations that would<br />

normally require pressing two or three buttons.<br />

For example, the action associated with the bottom button on an <strong>IP</strong> 560 could<br />

be configured to speed-dial a particular extension or external number. The<br />

button above that could be set to perform overhead paging, and so on. All of<br />

the custom buttons on the <strong>IP</strong> 560 phone are configurable except for the topmost<br />

button, which is permanently set to provide call appearance information<br />

(i.e. ringing indicator and call timer information). All 24 buttons on the<br />

button box (BB24) are configurable with none limited to call appearance.<br />

<strong>User</strong>s can figure out which actions they perform on a regular basis and then<br />

associate those actions with the custom buttons so that instead of having to<br />

dial a star code (such as *14 for picking up the Night Bell) they can just press<br />

one button. See the table on the following page for supported functions.<br />

Details:<br />

After a function is assigned to a button, users can enter a label (up to five<br />

characters on the <strong>IP</strong> 560 and up to six characters on the <strong>IP</strong> 100 and<br />

BB24). The label appears on the LED display next to the custom button.<br />

The system administrator can configure the custom buttons via<br />

ShoreWare Director on behalf of a user or can enable permissions for an<br />

individual user so that the user can modify the custom buttons on the <strong>IP</strong><br />

phone via the telephone interface.<br />

The programmable button feature is supported on the BB24, <strong>IP</strong> 100, <strong>IP</strong><br />

212k, <strong>IP</strong> 230, and <strong>IP</strong> 560 models. The feature is not supported on the<br />

analog models or on the <strong>IP</strong> 210.<br />

The <strong>IP</strong>100 does not have custom buttons, but the soft keys can be<br />

configured (via ShoreWare Director) in the same way that custom<br />

buttons are configured on the other phones.<br />

<strong>IP</strong> 100 phones cannot be configured by the user. The buttons on these<br />

phones must be configured by the system administrator.<br />

5


HOW TO ASSOCIATE A BUTTON BOX WITH A PHONE<br />

Before you can program the buttons on a BB24 button box, you must first<br />

associate the button box device with a user’s <strong>IP</strong> 212k, 230, or 560 phone. <strong>To</strong><br />

create this association using ShoreWare Director, follow the procedure below:<br />

6<br />

Step 1 Launch ShoreWare Director and enter the user ID and<br />

password. Then click the Login button.<br />

Step 2 Click on the Administration link to expand the list (if it has<br />

not already been expanded).<br />

Step 3 Click on the <strong>IP</strong> Phones link and then the Individual <strong>IP</strong><br />

Phones link to display a list of devices on this system.<br />

Figure 1 The MAC address appears in the left-most column<br />

Step 4 In the Name column, click on the MAC address of the<br />

button box you are configuring. (The system automatically<br />

pulls this information from the device upon connection.)<br />

A pop-up window appears displaying information about the<br />

button box device, as shown below.


Figure 2 Select the button box order<br />

Step 5 The MAC address appears in the Name field. If desired, you<br />

can rename the device to something that will be easier to<br />

remember.<br />

Step 6 Verify that the information is correct for the Site, Switch, and<br />

other fields, and then in the Assign <strong>To</strong> drop-down menu,<br />

click on the MAC address of the <strong>IP</strong> phone. (The name of the<br />

user may appear next to the MAC address to indicate that he<br />

or she is tied to this phone.)<br />

Step 7 In the Button Box Order drop-down menu, select 1 if you<br />

only have one BB24 assigned to this user’s phone. Only four<br />

button boxes can be assigned to a single <strong>IP</strong> 212k, 230, or 560<br />

phone.<br />

After assigning the button box order, the administrator can<br />

rearrange the order of the assigned boxes or can reassign the<br />

button box device to the phone of another user, if desired.<br />

Step 8 Click Save to store your changes.<br />

7


HOW TO TIE A USER TO A PHONE<br />

At this point, you should have successfully associated the button box with an<br />

<strong>IP</strong> phone. If you have not already done so, you may want to associate a user<br />

with that same <strong>IP</strong> phone to ensure that the correct person has access to the<br />

new button box. <strong>To</strong> assign a user to the phone using ShoreWare Director,<br />

follow the procedure below:<br />

8<br />

Step 1 Click on the Individual <strong>User</strong>s link to display a list of users<br />

on this system.<br />

Step 2 From the list of names that appears in the left-most column,<br />

click on the name of the user who will be associated with the<br />

<strong>IP</strong> phone that will act as the “parent” of the button box.<br />

Figure 3 Select the MAC address of the parent phone


Step 3 Select the MAC address of the user’s phone from the Home<br />

Port - <strong>IP</strong> Phones drop-down menu, as shown.<br />

Step 4 Click Save to store your changes.<br />

You are now ready to move on to the next section, which<br />

provides information on programming the buttons on your<br />

BB24 button box.<br />

9


HOW TO PROGRAM BUTTONS FROM DIRECTOR<br />

<strong>To</strong> configure programmable buttons on the phone of a specific user via<br />

ShoreWare Director, follow the procedure below:<br />

10<br />

Step 1 Launch ShoreWare Director and enter the user ID and<br />

password. Then click the Login button.<br />

Step 2 Click on the Administration link to expand the list (if it has<br />

not already been expanded).<br />

Step 3 Click on the <strong>User</strong>s link and then the Individual <strong>User</strong>s link<br />

to display the list of users on this system.<br />

Step 4 Click on the name of the user to modify and then click on<br />

the Personal Options tab.<br />

Step 5 Scroll to the bottom of the window and click on the<br />

Customize <strong>IP</strong> Phone <strong>Buttons</strong> link.<br />

Step 6 Click the <strong>IP</strong> Phone Type drop-down menu and select the<br />

appropriate <strong>IP</strong> phone type (or button box) for which you<br />

would like to program buttons.<br />

Step 7 For each button except the first one, which is permanently<br />

associated with the Call Appearance function, click on the<br />

Function drop-down menu and select the action you would<br />

like to associate with a particular button.<br />

Figure 4 Program the Custom Keys on an <strong>IP</strong> 560 phone


Step 8 In the Label field to the left of the drop-down menu, enter a<br />

descriptive word to remind the user which function is<br />

associated with that button. This label will appear on the<br />

LED display adjacent to the button. Note that this label can<br />

be up to five characters long for the <strong>IP</strong> 212k, 230, and 560<br />

phones and up to six characters long for the <strong>IP</strong> 100 phone<br />

and BB24 device.<br />

Step 9 After you have selected a function and entered a label for a<br />

particular button, you may optionally enter destination<br />

information in the Target field. Certain functions , such as<br />

“Pickup Nightbell” do not require entering a destination, but<br />

other functions such as speed-dial or blind transfer can<br />

optionally take a destination. Some functions take only<br />

extensions and some take any type of phone number.<br />

Step 10 When you have finished entering functions and labels for all<br />

of the buttons, click the Save button at the top of the<br />

window to store your changes.<br />

<strong>To</strong> enable a user to configure the programmable buttons on his or her phone,<br />

follow the procedure below:<br />

Step 1 Launch ShoreWare Director and enter the user ID and<br />

password.<br />

Step 2 Click on the Administration link to expand the list (if it has<br />

not already been expanded).<br />

Step 3 Click on the <strong>User</strong>s link and then the Individual <strong>User</strong>s link<br />

to display the list of users on this system.<br />

Step 4 Click on the name of the user whose profile you would like<br />

to modify (enabling him to customize the buttons on his <strong>IP</strong><br />

phone). A window similar to the one shown below appears.<br />

11


Figure 5 Access the <strong>User</strong> Group via the Edit <strong>User</strong> window<br />

12<br />

Step 5 Click on the Go to this <strong>User</strong> Group link and on the next<br />

window that appears, click on the Go to this Class of<br />

Service link located to the right of the COS - Telephony<br />

field. The Class of Service window appears, similar to the<br />

one shown below.


Figure 6 Enable customization of <strong>IP</strong> phone buttons<br />

Step 6 Select the Allow Customization of <strong>IP</strong> Phone <strong>Buttons</strong> check<br />

box.<br />

Step 7 Click the Save button to store your changes.<br />

Details:<br />

The default for new Class of Service (Telephony) profiles is to have this<br />

feature disabled, thus preventing users from modifying their own custom<br />

buttons.<br />

Once this Class of Service (Telephony) profile has been created, you can<br />

apply it to every person in the system that you would like to allow to<br />

change his or her custom buttons. (Note that the user must belong to the<br />

appropriate user group in order for the modified Class of Service to take<br />

effect.)<br />

13


HOW TO PROGRAM BUTTONS FROM AN <strong>IP</strong> PHONE<br />

<strong>To</strong> change the custom buttons on your <strong>IP</strong> 212k, 230, 560 phone or BB24<br />

device via the telephone interface, follow the procedure below:<br />

14<br />

Step 1 Press the Options button on your <strong>IP</strong> phone and enter your<br />

password, followed by the # key or OK soft key.<br />

Step 2 Scroll through the list to option 4. Program <strong>Buttons</strong>, or press<br />

4 on the keypad.<br />

Step 3 Press the Edit soft key.<br />

Step 4 Press the custom button that you would like to modify. (If<br />

you are modifying the buttons on the BB24 device via the<br />

212k/230/560 interface, press the button on the BB24 that<br />

you would like to configure.)<br />

Step 5 Scroll through the list of functions until you find the<br />

function that you would like to apply to this button.<br />

NOTE Your choices are limited to just Call Appearance and Dial<br />

Number (i.e. Speed Dial) when programming the buttons via the<br />

212k/230 interface. This limitation does not apply to the <strong>IP</strong> 560<br />

phone. <strong>To</strong> program one of the other functions, contact your<br />

system administrator.<br />

Step 6 When you have highlighted the appropriate function, press<br />

the Next soft key.<br />

Step 7 Enter an extension, external number, or leave it blank. Then,<br />

press the Next soft key.<br />

Step 8 Press the soft key to shift the key pad between<br />

numeric and alphabet mode.<br />

Step 9 Use the key pad to enter a short descriptive label that will<br />

remind you of the new function of the custom button. The<br />

label can be up to five characters long for an <strong>IP</strong> 212k, 230, or<br />

560 phone and up to six characters long for a BB24 button<br />

box.<br />

Step 10 Press the Done soft key.<br />

Step 11 Press the Done soft key again to store your changes.


SUPPORTED FUNCTIONS<br />

Table 1 Supported Functions<br />

Function Parameter Comments<br />

Barge In Extension or none<br />

Call Appearance None Not supported on Button<br />

Box<br />

Conference Blind Extension or external<br />

number<br />

Conference Consultative Extension or external<br />

number<br />

Conference Intercom Extension or none<br />

Dial Mailbox Extension or none<br />

Dial Number (Speed Dial) Extension or external<br />

number<br />

Intercom Extension<br />

Monitor Extension Extension<br />

Page None<br />

Park Extension or none<br />

Park and Page Extension or none<br />

Pickup Extension or none<br />

Pickup Night Bell None<br />

Pickup/Unpark Extension or none Uses internal presence to<br />

determine which operation<br />

to perform<br />

Record Call Mailbox Operates on selected<br />

external call while<br />

connected; Pressing a<br />

second time stops the<br />

recording.<br />

Call recordings can be<br />

saved in the mailbox of the<br />

initiating client (by leaving<br />

the mailbox field blank),<br />

or can be routed to an<br />

alternate mailbox by<br />

entering a mailbox number<br />

in the field.<br />

15


Table 1 Supported Functions<br />

Function Parameter Comments<br />

LEDS AND ICONS BY PHONE TYPE<br />

The table below lists the type of device, and the number of colors that the<br />

LEDs on that device are capable of displaying. The next column lists the<br />

number of characters that can appear across the display, and the last column<br />

indicates whether or not the device supports the display of icons.<br />

16<br />

Record Extension Extension or mailbox Call recordings can be<br />

saved in the mailbox of the<br />

initiating client (by leaving<br />

the mailbox field blank),<br />

or can be routed to an<br />

alternate mailbox by<br />

entering a mailbox number<br />

in the field.<br />

Send Digits Over Call Extension<br />

Silent Monitor Extension or none<br />

Transfer Blind Extension or external<br />

number<br />

Transfer Consultative Extension or external<br />

number<br />

Transfer Intercom Extension or none<br />

Transfer to Mailbox Extension or none<br />

Transfer Whisper Extension or none<br />

Unpark Extension or none<br />

Whisper Page Extension or none<br />

Whisper Page Mute None<br />

Table 2 LEDs and Icons By Phone Type<br />

Device LEDs<br />

LABEL<br />

(characters)<br />

<strong>IP</strong> 212k Phone 3-color 6 No<br />

<strong>IP</strong> 230 Phone 1-color 5 Yes<br />

<strong>IP</strong> 560 Phone 3-color 5 Yes<br />

ICON


Table 2 LEDs and Icons By Phone Type<br />

Device LEDs<br />

LABEL<br />

(characters)<br />

BB24 3-color 6 No<br />

ICON<br />

17


COLOR AND BLINK PATTERNS FOR CUSTOM KEYS<br />

The LEDs on your ShoreTel <strong>IP</strong> phone or button box provide color cues to help<br />

determine the operational status of the device. The table below provides<br />

information about the colors and blink patterns associated with various<br />

operational states.<br />

Note that the information in this table applies to the following devices, which<br />

have LEDs capable of displaying three colors: <strong>IP</strong> 212k, 530, 560, 560g, and<br />

BB24.<br />

18<br />

Call State Color and Blink Pattern<br />

Held or Parked Calls or<br />

Conference Calls<br />

Orange<br />

250ms on<br />

250ms off<br />

Monitored Ext. Call + Offering Call Green<br />

800ms on<br />

200ms off<br />

Red<br />

800ms on<br />

200ms off<br />

Monitored Ext. Call + Held or<br />

Parked Owner Call/Conference Call<br />

(Unpark, Pick/Unpark Only) Held or<br />

Parked<br />

Orange<br />

200ms on<br />

100ms off<br />

200ms on<br />

500ms off<br />

Orange<br />

250ms on<br />

250ms off


STATUS ICONS FOR OPERATIONAL STATES<br />

In addition to multi-colored LEDs, your ShoreTel <strong>IP</strong> phone offers icons to help<br />

indicate the status of the device. The table below provides information about<br />

these icons, and offers additional information about the LED blink pattern and<br />

color. The information in this table applies to <strong>IP</strong> phone models that support<br />

the display of icons (<strong>IP</strong> 530, 560, 560g models).<br />

Icon<br />

Blink<br />

Icon<br />

LED Color and<br />

Blink Pattern<br />

Off Idle<br />

Orange<br />

Steady on<br />

State<br />

Call Appearance States<br />

Idle and DND<br />

Off Idle and Message Waiting<br />

Orange<br />

Steady on<br />

Green<br />

Steady on<br />

Green<br />

Steady on<br />

Green<br />

Steady on<br />

Green<br />

Steady on<br />

Green<br />

1000ms on, 1000ms off<br />

Orange<br />

250ms on, 250ms off<br />

Idle, Message Waiting and DND<br />

Off Hook<br />

Active Call<br />

Active Conference Call<br />

Remote Hold<br />

Offering Call<br />

Held or Parked Call or<br />

Conference Call<br />

19


20<br />

Icon<br />

Blink<br />

Icon<br />

LED Color and<br />

Blink Pattern<br />

Red<br />

Steady on<br />

Red<br />

Steady on<br />

Off Idle<br />

Orange<br />

Steady on<br />

Whisper Page Call<br />

Active Call Whisper Muted<br />

Extension Monitor States<br />

Idle and DND<br />

Off Idle and Message Waiting<br />

Orange<br />

Steady on<br />

Green<br />

1000ms on, 1000ms off<br />

Green<br />

Steady on<br />

Orange<br />

250ms on, 250ms off<br />

Red<br />

Steady on<br />

Red<br />

Steady on<br />

Green<br />

200ms on, 100ms off,<br />

700ms on, 1000ms off<br />

Green<br />

800ms on<br />

Orange<br />

200ms on<br />

State<br />

Idle, Message Waiting and DND<br />

Offering Call<br />

Active Call Picked Up<br />

Held or Parked Call or<br />

Conference Call<br />

Monitored Ext. on Active Call<br />

Monitored Ext. on Conference<br />

Call<br />

Monitored Ext on active Call +<br />

Offering Call<br />

Picked up Monitored Ext. Call +<br />

Monitor Ext on Active Call


Icon<br />

Blink<br />

Icon<br />

LED Color and<br />

Blink Pattern<br />

Orange<br />

200ms on, 100ms off,<br />

200ms on, 500ms off<br />

Orange<br />

200ms on<br />

Green<br />

800ms on<br />

Orange<br />

200ms on<br />

Green<br />

100 on<br />

Off Idle<br />

Green<br />

1000ms on, 1000ms off<br />

Green<br />

Steady on<br />

Red<br />

Steady on<br />

Orange<br />

250ms on, 250ms off<br />

Picked up Monitored Ext. Call<br />

and Held + Monitor Ext on<br />

Active Call<br />

Picked up Monitored Ext. Call +<br />

Monitor Ext held Active Call<br />

Bridged Call Appearance States<br />

Offering Call<br />

Active Call Picked Up<br />

Line In-Use<br />

Held or Parked Call or<br />

Conference Call<br />

Feature Key With Extension<br />

Target States<br />

Off Idle or Offering Call<br />

Red<br />

Steady on<br />

Orange<br />

Steady on<br />

Red<br />

Steady on<br />

State<br />

Connected or Held Call<br />

DND<br />

(Dial/Transfer Mailbox Only) MWI<br />

21


22<br />

Icon<br />

Blink<br />

Icon<br />

LED Color and<br />

Blink Pattern<br />

Green<br />

1000ms on, 1000ms off<br />

Orange<br />

250ms on, 250ms off<br />

(Pickup, Pick/Unpark, Pickup<br />

NightBell Only) Offering<br />

(Unpark, Pick/Unpark Only) Held/<br />

Parked<br />

<strong>To</strong>ggle Functions<br />

(Record, Whisper Mute)<br />

Off Function Off<br />

Orange<br />

Steady on<br />

Orange<br />

500ms on, 500ms off<br />

Orange<br />

500ms on, 500ms off<br />

State<br />

Function Available<br />

Record Active<br />

Whisper Mute Active

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